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How to set up the Library in Jostle

 

Library purpose

Library is intended to be the go-to place for all of your organization's reference material and documentation. A place where you can easily find the current copy of forms, budgets, policies, and the like. It solves the problem of endless searching for files by helping you locate exactly what you’re looking for. Quickly.

Library structure

Library is made up of Categories, which in turn are made up of Volumes. Volumes are where all your documentation lives, and they’re designed so that they can be organized and curated in a way that enables people to easily see what content is stored where.

The column to the right of the Main Nav Panel can be toggled between Browse (which allows you to navigate the Category/Volume structure) and Smart Lists (which for example can show you all Items that you are able to see that are tagged Favorite or Recommended).

Categories are set up by a System Admin who assigns Category Librarians, who in turn set up their Volumes and assign Volume Librarians. Category Librarians are "own" their Volume and are responsible for uploading and maintaining the content it contains.

Category Librarians also set the view permissions for each Volume. User will only see the Volumes targeted to them, ensuring that each user only sees content that’s relevant to them.

Learning more about Library

System Amins can learn more about how to setup Library and Library Categories in this article on Setting up Library.

Category Librarians can learn more about how to setup Volumes and Volume Librarians, in this article on Managing Volumes section.

Volume Librarians should have a look at this detailed Library Guide.

For overall best practices and tips, including how to enlist an expert Library team, refer to Library: Best practices.

Note that you can deeply integrate your LIbrary with Google or Microsoft. Learn more here.

 

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